Strategic Financial Advisor: Grow Relationships

Old Mutual South Africa; Qonce; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A reputable financial services organization in South Africa is seeking individuals to provide exceptional customer service while identifying business opportunities. The role involves analysis, customer relationship management, and active participation in business development. Candidates should possess strong consultative selling skills and an NQF Level 5 qualification. Competitive compensation and benefits offered.

Responsibilities

• Provide quality customer service and identify new business opportunities.
• Analyze specific problems and find effective solutions.
• Schedule follow-up actions and manage CRM data related to customer interactions.
• Develop and implement a relationship management plan for potential customers.
• Monitor sales and market data to assist in business development.
• Attend business sector events and enhance organizational visibility.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A reputable financial services organization in South Africa is seeking individuals to provide exceptional customer service while identifying business opportunities. The role involves analysis, customer relationship management, and active participation in business development. Candidates should possess strong consultative selling skills and an NQF Level 5 qualification. Competitive compensation and benefits offered.